Just as you go to a doctor when you fall ill or you go to a lawyer when you need legal guidance, you may engage a Financial Advisor if you need financial advice. Before you start working with a Financial Advisor, you need to know what questions you need...
The plethora of information on personal finance available is great. But the information comes with so many challenges. It’s a fact that we’re bombarded with misleading figures, half-truths, and fabricated details from various sources. This leads to the development of several misconceptions about financial planning. Buying insurance and investment...
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Financial Plan, Financial Planner in Kolkata, Financial Planning
Exchange Traded Funds (ETFs) are an investment fund that tracks the performance of a specific index. Just like stocks, one can trade ETFs on a stock exchange. An ETF is structured in the same manner as the unit creation of a Mutual Fund scheme. The units can be bought...
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Just as the Covid-rattled world economy is setting out towards recovery and growth, Russia-Ukraine crisis is a dampener on us. This article is a general opinion on Mid 2022 investment outlook to better your investing journey! Inflation has become a major concern now. Most of the things in our...
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Financial Awareness, Financial Planner in Kolkata, Financial Planning, Investment Planning
All of us save some part of our earnings and invest to achieve our time-bound financial goals. So, where do you invest your surplus? Broadly speaking, it depends upon your risk profile, investment objective, investment time horizon, personal aspects and macroeconomic factors. There are various asset classes to invest...
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Financial Advisor, Financial Awareness, Financial Planner in Kolkata, Investment Mistakes, Investment Planning, Mutual Fund Investment
All investments are good. But while you ask whether it is good for you, my opinion would be that it depends on your risk profile, investment time horizon, objective of investment, net worth, cash flow, family structure, age, health, man power, occupation and nature of job and various other...
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